VAG
SCHG icon

VisionPoint Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

VisionPoint Advisory Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$507K Buy
14,977
+4,434
+42% +$147K 0.08% 257
2026
Q1 		$307K Buy
10,543
+404
+4% +$12.6K 0.06% 331
2025
Q4 		$331K Sell
10,139
-190
-2% -$6.18K 0.06% 282
2025
Q3 		$330K Sell
10,329
-13
-0.1% -$396 0.07% 283
2025
Q2 		$302K Buy
10,342
+779
+8% +$20.6K 0.07% 270
2025
Q1 		$239K Buy
9,563
+5,072
+113% +$139K 0.08% 184
2024
Q4 		$125K Buy
4,491
+287
+7% +$7.85K 0.04% 219
2024
Q3 		$109K Buy
4,204
+1,360
+48% +$34.2K 0.04% 217
2024
Q2 		$71.7K Buy
2,844
+2,532
+812% +$59.7K 0.03% 236
2024
Q1 		$7.23K Buy
312
+292
+1,460% +$6.46K ﹤0.01% 493
2023
Q4 		$415 Buy
+20
New +$387 ﹤0.01% 687

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

VisionPoint Advisory Group's SCHG Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 42% in Q2 2026, buying an estimated $147K and bringing the position to 14,977 shares worth $507K. The position accounts for 0.08% of the portfolio, ranked #257.

VisionPoint Advisory Group first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • VisionPoint Advisory Group held 14,977 shares of Schwab US Large-Cap Growth ETF worth $507K as of Q2 2026.
  • VisionPoint Advisory Group bought 4,434 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $147K.
  • Schwab US Large-Cap Growth ETF made up 0.08% of VisionPoint Advisory Group's portfolio in Q2 2026, its #257 holding.
  • VisionPoint Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.